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Beacon Pointe Advisors’s American Express AXP Stock Holding History

Beacon Pointe Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6M Sell
90,500
-489
-0.5% -$157K 0.14% 151
2026
Q1 		$27.5M Buy
90,989
+14,466
+19% +$4.85M 0.15% 142
2025
Q4 		$28.3M Buy
76,523
+4,970
+7% +$1.78M 0.2% 113
2025
Q3 		$23.8M Sell
71,553
-6,029
-8% -$1.92M 0.2% 110
2025
Q2 		$24.7M Buy
77,582
+1,363
+2% +$384K 0.26% 84
2025
Q1 		$20.5M Sell
76,219
-1,862
-2% -$550K 0.23% 102
2024
Q4 		$23.2M Sell
78,081
-5,474
-7% -$1.57M 0.26% 91
2024
Q3 		$22.7M Sell
83,555
-606
-0.7% -$151K 0.26% 88
2024
Q2 		$19.5M Buy
84,161
+1,772
+2% +$410K 0.23% 99
2024
Q1 		$18.8M Buy
82,389
+17,033
+26% +$3.53M 0.21% 116
2023
Q4 		$12.2M Sell
65,356
-1,212
-2% -$195K 0.15% 147
2023
Q3 		$9.93M Buy
66,568
+30,802
+86% +$5.04M 0.12% 163
2023
Q2 		$6.23M Sell
35,766
-17,941
-33% -$2.89M 0.1% 182
2023
Q1 		$8.86M Buy
53,707
+15,067
+39% +$2.5M 0.15% 143
2022
Q4 		$5.71M Buy
38,640
+11,414
+42% +$1.69M 0.11% 174
2022
Q3 		$3.67M Buy
27,226
+2,543
+10% +$385K 0.08% 206
2022
Q2 		$3.43M Sell
24,683
-9,177
-27% -$1.52M 0.07% 238
2022
Q1 		$6.33M Buy
33,860
+8,441
+33% +$1.52M 0.09% 214
2021
Q4 		$4.16M Sell
25,419
-5,373
-17% -$916K 0.11% 161
2021
Q3 		$5.16M Buy
30,792
+1,734
+6% +$290K 0.13% 169
2021
Q2 		$4.8M Buy
29,058
+22,960
+377% +$3.6M 0.17% 119
2021
Q1 		$862K Sell
6,098
-1,783
-23% -$236K 0.05% 221
2020
Q4 		$952K Buy
7,881
+2,068
+36% +$229K 0.07% 203
2020
Q3 		$583K Sell
5,813
-1,057
-15% -$104K 0.06% 215
2020
Q2 		$655K Buy
6,870
+3,676
+115% +$338K 0.07% 198
2020
Q1 		$273K Buy
+3,194
New +$372K 0.04% 245

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Pointe Advisors's AXP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its American Express (AXP) stake by 0.54% in Q2 2026, selling an estimated $157K and leaving 90,500 shares worth $30.6M. The position accounts for 0.14% of the portfolio, ranked #151.

Beacon Pointe Advisors first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Beacon Pointe Advisors held 90,500 shares of American Express worth $30.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 489 American Express shares in Q2 2026, an estimated $157K.
  • American Express made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #151 holding.
  • Beacon Pointe Advisors first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.